在分析价值链变革的动力机制,包括突破性创新,寻求互补性资源的基础上,通过收集涉及我国移动通信产业并购的146起并购事件,以行业内外的并购活动为视角分析了我国移动通信产业价值链演进过程,根据行业成熟度和并购活动特征划分为2G/2.5G导入期,2G/2.5G成熟期和3G期,分析了三个阶段的并购特征和变革机理,最后给出了我国移动通信价值链的下一步变革方向。
Based on analyzing the dynamic mechanisms of value chain reconstruction,including disruptive innovation,pursuing complementary resources,through the data of 146 mergers and acquisitions events related with mobile communication industry,this paper studies the evolution of mobile communication value chain in China from the perspective of industry MA.According to industry maturity and distribution of MA activity,evoluton is divided into the early 2G/2.5G,2G/2.5G maturity period and 3G period.The MA characteristics and dynamics are ayalyzed in different stages.The paper gives the future direction of value chain change.